Maikay Davey

Upvoted Plan sorting feature Created Vulnerability on Factfind Snapshots Upvoted Bulk valuations data feed failure Upvoted Automations on a circle Upvoted Fact Find Snapshot - side by side view for joint clients Upvoted Customise SMS 'From' name Upvoted Linking to a charge / Expectation to a New Business Event Upvoted Deletion of expectations when deleting a charge Upvoted Charging a circle Upvoted Octopus Investments valuation feed Upvoted Ability to trigger a workflow against a Plan Upvoted circles reporting Upvoted Reporting on Circles Upvoted Circles V2 Upvoted Add Bank Account Qs to factfind schema blocks Upvoted Documents - Bulk Moving Upvoted Ability to assign a task to a circle Upvoted Income & Expenditure (Total Amounts)Upvoted Expenditure totals Upvoted Expenditure improvements Upvoted Expenditure Uploads Upvoted Factfind Reportability Upvoted Circles Tasks Upvoted Valuation Report - Circle Export Upvoted Valuation Report - ISA Allowances used in investment tab Created Valuation Report - Wraps to display on report Upvoted Ability to move custom fields Upvoted Circles export Upvoted Assigning tasks to a circle Upvoted Premiums and Contributions not linked?